Updated 09/01/2017 If you have downloaded the IIF Import Kit, you will find there the IIF Header Help folder that lists the column headings that you can use for each list type (i.e. Customer list, Vendor list, etc). Inside each transaction import file, there are usually three file header lines that occupy the first, second, and [...][Continue Reading...]

Last Update: 01/28/2018 by Hector Garcia, CPA First, the top 3rd party tool I use everyday to import BANK transactions into QuickBooks when I have them in Excel or CSV is called: CSV2QBO by MoneyThumb Price: $59 for CSV2QBO Price $149 for PDF2QBO Price $249 for 2bo Convert Pro (which includes PDF2QBO, CSV2QBO, QIF2QBO, and [...][Continue Reading...]

UPDATED 11/06/2016 with this video: The purpose of this article is to walk you though the process of creating an initial budget in QuickBooks, exporting it to IIF, then editing it in Excel, and lastly importing it back into QuickBooks. Also it is important to point out this whole process as decribed here only [...][Continue Reading...]

UPDATED: 12/02/2015 In this example, I will take you through the process of taking a SCANNED or PDF item list converted into Excel, then clean it up and ready to import, and finally imported into QuickBooks without doing any data entry! Also, check out my other article at the Intuit website on other shortcuts I [...][Continue Reading...]

Updated 02/13/2015 If you have PDF Bank Statements and you do not want it enter all that information manually into QuickBooks, there is a very neat solution out there called 2qbo Convert Pro. First, it important to define that this works in ALL Versions of QuickBooks, wether is in Windows, Mac, or Online. Second, that [...][Continue Reading...]

Updated 02/28/2018 In a nutshell, if you have a PDF bank statement from your bank or downloaded a CSV file and would like to import it into QuickBooks using Bank Feeds (Online Banking), this is an article you may want to pay attention to. Note: if your bank transaction data is in an EXCEL file, [...][Continue Reading...]

To import sales orders (and many other transaction types) from a CSV / Excel file into QuickBooks Premier or Enterprise, you can use a terrific tool called ZED AXIS 11 which is great for this scenario. First lets look at the sample excel file I will be working with: Notice, I simplified the columns… normally, [...][Continue Reading...]

In this article, will break down the tools available in QuickBooks Desktop and QuickBooks Online, With QuickBooks Pro, Premier, Accountant, or Enterprise, you have the following built-in tools Pre-formatted Spreadsheet (Simple) Import to bring in new Customers, Vendors, Non-inventory items, and Inventory Items using a built-in spreadsheet that opens in excel and has 4-5 fields, [...][Continue Reading...]

Today, I was invited to be a guest at the world famous QBSHOW to discuss some QuickBooks (Desktop) tips and tricks, some of the topics we covered: Cash vs. Accrual Invoice Reports, partial payments, paid/unpaid invoices, etc.. Calculating Landed Cost on Inventory Items Profit per Invoice report vs. Profit per job Workaround for converting Inventory [...][Continue Reading...]

UPDATED 02/28/2015 With Zed Axis 11.0, I used it to import some open invoices from an old accounting system into QuickBooks Online and it worked really well. I will start by showing you a Customer Balance Summary report as of 12/31/2013 from my New QuickBooks Online company file i setup from scratch with no customer [...][Continue Reading...]

I will be showing an example on now you can import data already in Excel into QuickBooks using a application called: Zed Axis 10.0 from Zed Systems, I actually used a 30-day fully functional trial to do all this! I welcome you to try it. First, this is the spreadsheet I had originally: On [...][Continue Reading...]